Treceți offline cu aplicația Player FM !
(Best of) Kevin Brucher discusses the topic of Roth conversions and its implications for retirement planning.
Manage episode 436982235 series 2988212
Kevin Brucher discusses the topic of Roth conversions and its implications for retirement planning. They highlight the factors to consider when deciding whether to do a Roth conversion, such as tax brackets, time horizon, and the potential for tax-free growth. They also discuss the benefits of Roth conversions for estate planning, including the ability to pass on tax-free wealth to beneficiaries and the avoidance of required minimum distributions (RMDs) for the original owner. The conversation also touches on the importance of estate planning documents and the role of life insurance in offsetting tax liabilities. Call 800-975-6717. Visit Silver Leaf Financial to learn more.
See omnystudio.com/listener for privacy information.
101 episoade
Manage episode 436982235 series 2988212
Kevin Brucher discusses the topic of Roth conversions and its implications for retirement planning. They highlight the factors to consider when deciding whether to do a Roth conversion, such as tax brackets, time horizon, and the potential for tax-free growth. They also discuss the benefits of Roth conversions for estate planning, including the ability to pass on tax-free wealth to beneficiaries and the avoidance of required minimum distributions (RMDs) for the original owner. The conversation also touches on the importance of estate planning documents and the role of life insurance in offsetting tax liabilities. Call 800-975-6717. Visit Silver Leaf Financial to learn more.
See omnystudio.com/listener for privacy information.
101 episoade
All episodes
×1 Kevin Brucher discusses the importance of having a well-thought-out recovery plan during market volatility. 34:18
1 2025-01-10 Cruising Through Retirement Ep 285 33:46
1 (Best of) Kevin Brucher discusses the complexities of retirement planning. 34:46
1 (Best of) Kevin Brucher discusses essential aspects of retirement planning. 36:00
1 Kevin Brucher discusses the importance of setting realistic financial goals as the new year approaches. 33:57
1 Kevin Brucher discusses the latest developments affecting retirement planning. 34:09
1 Kevin Brucher discusses the complexities of mortgage management as individuals approach retirement. 34:09
1 Kevin Brucher discusses the financial habits and strategies of wealthy individuals, emphasizing the importance of long-term planning, budgeting, and investment strategies. 34:05
1 Kevin Brucher discusses significant changes to 401k plans coming in 2025, including increased contribution limits and automatic enrollment. 35:27
1 Kevin Brucher discusses essential aspects of retirement planning. 36:00
1 Kevin Brucher discusses the realities of retirement, emphasizing the importance of financial planning amidst economic uncertainties. 34:46
1 Kevin Brucher discusses the complexities of retirement planning. 34:46
1 Financial literacy and retirement. Kevin Brucher takes it on. 34:00
1 "Best of" Kevin Brucher discusses proactive strategies to secure a comfortable and stress-free retirement. 36:15
1 (Best Of) Kevin Brucher discusses retirement planning and the five basic steps to help individuals reach their retirement goals. 36:35
Bun venit la Player FM!
Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.